Optimize Your Retirement Withdrawals
Learn how to minimize taxes on your retirement withdrawals with a customized, tax-efficient distribution strategy.
Benefits of a Tax-Efficient Distribution Strategy
You've spent years building your nest egg investing in brokerage accounts 401ks, and Roth accounts.
Now that you're retired, which account should you withdraw money from first? If your withdrawals bump you into a higher tax bracket, you might have to pay higher taxes on your hard-earned money.
It might sound complicated, but there is a clear solution: tax-efficient customized distribution strategies, that will protect your money. Together we'll create smart strategy that coordinates withdrawals between taxable, tax-deferred, and Roth accounts so that you can keep more of the money you worked so hard to save.
